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CIK: 0001661245
Total reported value
$1.5B
$1.5B
307 檔
58.2%
During the Q2 2026 filing period, Moss Adams Wealth Advisors LLC (CIK: 0001661245) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 307 reported positions.
In Q2 2026, Moss Adams Wealth Advisors LLC displayed an active expansion posture, initiating 52 new positions and adding to 87 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JCPB, PAVE) accounted for 58.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
RBLX
市值: $2.2M
Top Position Liquidated / Trimmed
VCX
前期市值: $1.8M
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.00% | +0.08% | +2.98% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.51% | +0.33% | +10.58% | |
| 3 | PAVE | Global X US Infrastructure | ETF-Other | 6.81% | -0.91% | +1.68% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.49% | -0.72% | +7.88% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.94% | -0.50% | -30.54% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 4.60% | +0.47% | +6.12% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-Other | 4.54% | -0.35% | +3.85% | |
| 8 | BUG | Global X Cybersecurity ETF | ETF-Other | 4.11% | +0.64% | +19.19% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.38% | +0.13% | +4.09% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.15% | -3.47% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.11% | +0.11% | -0.35% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.01% | +5.20% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.08% | +0.03% | -1.47% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.01% | +1.59% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.09% | +1.46% | |
| 16 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.85% | -0.60% | -15.60% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.04% | +1.91% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.04% | +5.32% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.09% | +1.69% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | -0.08% | +3.13% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.03% | +17.26% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.03% | -2.22% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.38% | -0.04% | -23.70% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | -0.04% | +67.30% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | -0.15% | -17.70% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.33% | EXIT | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.32% | -0.08% | +3.47% | |
| 28 | VPU | Vanguard Utilities ETF | ETF-Other | 0.31% | -0.01% | — | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.31% | +0.07% | +26.33% | |
| 30 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.29% | +0.16% | +63.47% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.07% | +3.17% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.02% | +3.07% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.01% | -2.60% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.05% | +14.32% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | -0.02% | +8.71% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | — | +0.68% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | — | +1.20% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.20% | -0.01% | +0.31% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | +0.01% | +299.55% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | — | -1.52% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.18% | -0.03% | +1.24% | |
| 42 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.17% | -0.01% | -1.59% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.17% | -0.17% | EXIT | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.05% | -0.77% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | — | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.05% | -13.69% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | -0.07% | -5.85% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.15% | -0.05% | +8.94% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | -43.83% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | -0.03% | +2.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUG | Global X Cybersecurity ETF | +1.5% | +19.19% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +2.98% | Add |
| 3 | MU | Micron Technology Inc | +0.2% | +3.47% | Add |
| 4 | LLY | Eli Lilly & Co | +0.2% | +67.30% | Add |
| 5 | AMD | Advanced Micro Devices | +0.2% | +8.71% | Add |
| 6 | RBLX | Roblox CORP -class A | +0.1% | NEW | New buy |
| 7 | INTC | Intel CORP | +0.1% | +8.94% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.1% | -30.54% | Trim |
| 9 | SOXX | Ishares Semiconductor ETF | +0.1% | -23.70% | Trim |
| 10 | JMUB | Jpmorgan Municipal ETF | +0.1% | +63.47% | Add |
| 11 | SNDK | Sandisk CORP | +0.1% | -22.36% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.46% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +14.32% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -5.85% | Trim |
| 15 | AXP | American Express Co | +0.1% | +155.90% | Add |
| 16 | PAVE | Global X US Infrastructure | +0.1% | +1.68% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +17.26% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | +11.13% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +1.69% | Add |
| 20 | ASML | ASML Holding N.V. | +0.1% | +0.31% | Add |
| 21 | KLAC | Kla CORP | +0.1% | +939.80% | Add |
| 22 | UNH | Unitedhealth Group Inc | 0% | +13.92% | Add |
| 23 | GE | General Electric | 0% | +36.65% | Add |
| 24 | ZM | Zoom Communications Inc | 0% | NEW | New buy |
| 25 | MRVL | Marvell Technology Inc | 0% | +30.96% | Add |
| 26 | WDC | Western Digital CORP | 0% | -7.32% | Trim |
| 27 | CHGX | Stance Sustainable Beta ETF | 0% | NEW | New buy |
| 28 | NVDA | Nvidia CORP | 0% | +5.20% | Add |
| 29 | AVGO | Broadcom Inc | 0% | +3.13% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +2.85% | Add |
| 31 | GEV | GE Vernova Inc | 0% | +30.14% | Add |
| 32 | PANW | Palo Alto Networks Inc | 0% | +10.27% | Add |
| 33 | CAT | Caterpillar Inc | 0% | +3.45% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | +99.45% | Add |
| 35 | ✓ | 0% | NEW | New buy | |
| 36 | ✓ | 0% | NEW | New buy | |
| 37 | DDOG | Datadog Inc - Class A | 0% | NEW | New buy |
| 38 | GLW | Corning Inc | 0% | +2.29% | Add |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +26.33% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.68% | Add |
| 41 | MS | Morgan Stanley | 0% | +1.24% | Add |
| 42 | V | Visa Inc-class A Shares | 0% | +23.45% | Add |
| 43 | USB | US Bancorp | 0% | +173.01% | Add |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | +19.30% | Add |
| 45 | ADP | Automatic Data Processing | 0% | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | 0% | +32.08% | Add |
| 47 | ALL | Allstate CORP | 0% | +133.99% | Add |
| 48 | QCLN | First Trust Nasdaq Clean Edg | 0% | NEW | New buy |
| 49 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 50 | ELV | Elevance Health Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Moss Adams Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 307 disclosed positions in Q2 2026.
During Q2 2026, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (30.0%)、JCPB (8.5%)、PAVE (6.8%). The largest single position, VTI, represented 30.0% of total portfolio value.
In Q2 2026, Moss Adams Wealth Advisors LLC made 194 total portfolio adjustments, initiating 52 new buys, adding to 87 positions, trimming 38 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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